Regional Retirement Consulting Director - AAG West

Responsibilities

• Drive territory sales through relationship management with advisors
• Collaborate with leadership to analyze and execute sales strategies
• Educate advisors on retirement products and their benefits
• Maintain relationships with internal and external partners
• Monitor industry trends to inform product positioning
• Develop systems for operational efficiencies
• Manage workload and sales activities effectively

Qualifications

• 10+ years in financial services with a focus on sales
• Active Series 7 license required
• Ability to obtain S63 or S66 registrations within 90 days
• Active State IAR registration or ability to obtain within 90 days
• Willingness to travel 25% within the region

Benefits

• Remote work options from specified metropolitan areas
• Comprehensive health benefits including dental and life insurance
• 401(k) retirement plan with company contributions
• Eligible for bonuses and commissions based on performance
• Generous vacation and sick leave policy